Institutional Ownership Dollar Tree, Inc. (DLTR)
This table provides information about the institutional ownership of Dollar Tree, Inc. (DLTR). We have compiled data on the 874 institutions that hold shares in the stock, with a total of 220 Million shares, which have been reported (via 13F filing form) to have a value of $25.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
35
shares
|
$4,016
0.0% of portfolio
|
Q1 2025
Reduced 96.32%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
34
shares
|
$3,902
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
34
shares
|
$3,902
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
33
shares
|
$3,787
0.0% of portfolio
|
Q1 2025
Added 26.92%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
31
shares
|
$3,557
0.0% of portfolio
|
Q3 2023
Reduced 66.3%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
31
shares
|
$3,557
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
30
shares
|
$3,443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
30
shares
|
$3,443
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
29
shares
|
$3,328
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
29
shares
|
$3,328
0.0% of portfolio
|
Q2 2025
Added 20.83%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
28
shares
|
$3,213
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
26
shares
|
$2,984
0.0% of portfolio
|
Q2 2022
Reduced 13.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
26
shares
|
$2,984
0.0% of portfolio
|
Q2 2025
Added 550.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
24
shares
|
$2,754
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
22
shares
|
$2,524
0.1% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
22
shares
|
$2,524
0.0% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
22
shares
|
$2,524
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
20
shares
|
$2,295
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
19
shares
|
$2,180
0.0% of portfolio
|
Q1 2024
Reduced 75.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
17
shares
|
$1,951
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
16
shares
|
$1,836
0.0% of portfolio
|
Q1 2025
Added 77.78%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15
shares
|
$1,721
0.0% of portfolio
|
Q2 2022
Reduced 86.24%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
15
shares
|
$1,721
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
12
shares
|
$1,377
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
12
shares
|
$1,377
0.0% of portfolio
|
Q4 2024
Added 100.0%
|